Financial & Billing Analyst

Overview

This role supports the monthly customer billing cycle end to end, transforming raw usage and transactional data into invoice-ready outputs. The position sits in Finance and partners daily with Billing Operations, Accounting, and departmental leadership.

In addition to executing the billing calendar, the analyst builds and maintains SQL/Python queries, Databricks workflows, validation controls, and Power BI dashboards to keep billing accurate, auditable, and repeatable. The role also contributes to month-end journal entries, recurring revenue reporting, the annual audit, and the budget and forecast process.

Responsibilities

Billing Operations & Data Analytics

• Assist in executing the monthly billing cycle across all products and solutions, ensuring timely processing, validation, and delivery of customer invoices and supporting reports.
• Prepare and distribute customer invoices and supporting details through the ERP and customer portals; confirm receipt and resolve delivery issues.
• Serve as a point of contact for customer invoice inquiries; research questions, prepare credit/rebill adjustments, and coordinate with Accounting on collections follow-up.
• Support billing-related requests and operational tasks to maintain pricing tables, billing configurations, and customer account data accuracy and integrity.
• Support billing quality assurance activities, including audit reviews, data validation, reconciliation, and issue resolution to ensure accurate billing outcomes.
• Investigate billing discrepancies with internal teams, implement corrections, and maintain accurate financial and operational records.
• Maintain billing process documentation, controls, and the billing calendar.
• Perform ad hoc analysis to investigate and resolve billing discrepancies, support customer invoice disputes and audit requests, analyze revenue and product usage, and produce operational and financial reports.
• Write and maintain SQL/Python queries, views, and Databricks notebooks to analyze product usage, transactions, customer data, and monthly billing volumes by product and customer.
• Build and schedule Databricks SQL/Python workflows that transform raw usage and transactional data into invoice-ready billing outputs aligned with the monthly billing calendar.
• Develop automated data-quality and billing validation controls, including:
  • Duplicate detection
  • Missing-account checks
  • Period-over-period variance analysis
  • Contract and pricing validation
  • Exception reporting
• Maintain billing reference and mapping data, including pricing tiers, product codes, customer hierarchies, contract effective dates, and other inputs used in billing calculations.
• Develop and maintain billing dashboards and operational reporting in Databricks and Power BI to support billing execution, reconciliation, forecasting, and revenue analysis.
• Document SQL logic, billing calculations, data definitions, dependencies, controls, and operational runbooks to ensure processes are repeatable, supportable, and audit-ready.
• Identify and implement data, automation, reporting, and process improvements across billing, budgeting, reconciliation, and financial close activities.

Month-End Close & Reporting

• Reconcile billed revenue to the ERP (Dynamics GP) and to Salesforce contract data each month; investigate and clear variances before close.
• Prepare revenue, deferred revenue, and accrual journal entries and supporting schedules for Accounting review.
• Prepare recurring month-end reports in accordance with the close calendar.
• Support the annual financial audit with billing and revenue schedules and sample documentation.
• Support the annual budget and forecast process.

Requirements

• Bachelor’s degree in Finance, Accounting, Business, Economics, or a related field.
• 1–3 years of experience in billing operations, financial analysis, accounting, or a related function.
• Experience supporting monthly billing and invoicing cycles, reconciliations, and customer invoice inquiries.
• Experience using SQL, advanced Excel, and data platforms to independently analyze and validate billing data.
• Strong attention to detail with demonstrated ability to meet recurring billing and month-end close deadlines.
• Ability to explain billing and financial variances to non-finance stakeholders.
• Ability to appropriately handle confidential customer and financial information with discretion.

Preferred Qualifications

• Experience with financial and business systems; Microsoft Dynamics GP/Business Central, Salesforce, and Adaptive Insights preferred.
• Healthcare or health IT experience, including familiarity with health plans, providers, or payer-provider data.

Compensation & Benefits

• Full-time, remote, exempt position.
• Competitive compensation and a comprehensive benefits package for full-time employees, including:
  • Medical, dental, and vision coverage
  • 401(k) with company contributions and matching
  • Paid parental leave
  • Tuition assistance
  • Generous paid time off

Location

• Remote